Client File - Legal/Financial

Client File - Legal/Financial [Available in Enterprise Version Only]

The legal/financial client file is designed to track all information and time related to a legal/financial case. Each client file has folders attached located in a tool bar in the top right corner of the form. Client files can be made up of one, two or more individuals depending on the nature of the case. Adding one client file impacts the utilization for a company by one (1). You must define a "case" or "file" and apply that definition to EAP Expert 3 —we do not do this as definitions vary from EAP to EAP.


Adding a New Legal/Financial Client File (Client does not exist in system)

1. Ensure that the client does not exist already in the system by clicking on Client Files in the left menu bar and searching for their name and organization etc. If they do exist, follow the steps of adding an legal/financial File to an existing client, otherwise proceed to step 2.

2. Click the New button in the top tool bar

3. Select Client File then Legal/Financial Client File

4. An Organization form will pop-up. Select the Organization to ensure this client is entitled to the Legal/Financial service

5. You will then be presented with an Legal/Financial file consisting of two parts: Details (personal information about the client) andLegal/Financial File 0 (information relating to the case...the file number begins at 0 but will be assigned a new number after it has been saved)

6. Complete the Details Tab personal information including name, address, contact information and personal information.

7. Complete the Legal/Financial File 0 Tab case information including organization, presenting problems, authorization(s), activity, assessments etc. Ensure that all reportable data is captured or you risk your report totals being off. 

Note: The organization field stays with the File, allowing the client to switch companies but not lose their history (see Details below)

8. Click the Save button to save the client and file or click the Save & Close button to both save the client/file and close both




Adding a New Legal/Financial Client File (Client exists in system)

1. Click the Client Files menu item in the left menu bar

2. The Client File search will display

3. Enter in your search information e.g. First Name, Last Name, Organization etc.

4. Click the Search button on the top tool bar or in the Search Criteria frame

5. In the Search Results grid, locate the Client/File you would like to add the case to (you can open up an previous file for the client)

6. Double-click the Client/File to open it up

7. Click the Add button (beside the new button) in the top tool bar and choose Legal/Financial File

8. Complete the Legal/Financial File 0 Tab case information including organization, presenting problems, authorization(s), activity, assessments etc. Ensure that all reportable data is captured or you risk your report totals being off.

Note: The organization field stays with the File, allowing the client to switch companies but not lose their history (see Details below)

9. Click the Save button to save the client and file or click the Save & Close button to both save the client/file and close both




Editing an Existing Legal/Financial Client File (Client exists in system)

1. Click the Client Files menu item in the left menu bar

  2. The Client File search will display

3. Enter in your search information e.g. First Name, Last Name, Organization etc.

4. Click the Search button on the top tool bar or in the Search Criteria frame

5. In the Search Results grid, locate the Client/File you would like to add the case to (you can open up an previous file for the client)

6. Double-click the Client/File to open it up

7. Edit the Legal/Financial File or Client Details tab

8. Click the Save button to save the client and file or click the Save & Close button to both save the client/file and close both



Deleting an Existing Legal/Financial Client File (Client exists in system)

1. Click the Client Files menu item in the left menu bar

  2. The Client File search will display

3. Enter in your search information e.g. First Name, Last Name, Organization etc.

4. Click the Search button on the top tool bar or in the Search Criteria frame

5. In the Search Results grid, locate the Client/File you would like to delete 

6. Double-click the Client/File to open it up

7. Click the red "X" in the top tool bar to delete the file

8. Answer "Yes" when prompted to delete the record